The 30 Best Audit services providers in Connecticut

Christian Morgan is a highly experienced Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 227 Monroe Turnpike in Monroe, Connecticut. With a focus on providing personalized financial planning and investment strategies, Christian helps clients achieve their long-term financial goals. With a strong commitment to serving the community, Christian Morgan is dedicated to helping individuals and families secure their financial future. Contact Christian Morgan today to start planning for a secure financial future.

Derek Packett is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 900 Main Street South in Southbury, Connecticut. With years of experience in the finance industry, Derek provides personalized financial planning and investment strategies tailored to each client's unique goals and needs. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Derek Packett is committed to helping you achieve financial success. Contact him today to schedule a consultation and take the first step towards a secure financial future.

Joe Cullen - Financial Advisor at Ameriprise Financial Services, LLC is a trusted institution located at 900 Main Street South in Southbury, Connecticut. Specializing in finance, Joe Cullen provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized planning and wealth management, Joe Cullen is dedicated to helping clients secure their financial future. Contact Joe Cullen - Financial Advisor at Ameriprise Financial Services, LLC for professional and reliable financial guidance.

Steven Haas, Private Wealth Advisor at Ameriprise Financial Services, LLC, is a trusted financial professional located in Southbury, Connecticut. With a focus on personalized financial planning and investment strategies, Steven Haas helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for college, or managing your investments, Steven Haas provides expert guidance and advice tailored to your individual needs. Visit him at 900 Main Street South to learn more about how he can help you navigate the complexities of the financial world and make informed decisions for your financial well-being.

Nancy S Daoud is a dedicated private wealth advisor at Ameriprise Financial Services, LLC, located at 90 Oxford Road in Oxford, Connecticut. With years of experience in the finance industry, Nancy provides personalized financial planning and investment strategies to help clients achieve their long-term financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Nancy is committed to providing expert guidance and support every step of the way. Trust Nancy S Daoud to help you secure your financial future.

Jackson Fredericks is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located at 900 Main Street South in Southbury, Connecticut. With a strong focus on providing personalized financial solutions, Jackson helps clients navigate their financial goals and plan for the future. Whether you are looking to invest, save for retirement, or manage your wealth, Jackson Fredericks is dedicated to helping you achieve financial success. Contact Jackson Fredericks at Ameriprise Financial Services, LLC today to schedule a consultation.

Valley Financial Services is a trusted institution located at 50 Olivia Street in Derby, Connecticut, United States. We provide convenient ATM services and a range of financial solutions to meet your needs. Our dedicated team is committed to helping you achieve your financial goals and make informed decisions. Visit us today and experience the personalized service and expertise that sets us apart.

Christopher J Baudouin is a dedicated financial advisor at Ameriprise Financial Services, LLC located in Shelton, Connecticut. With years of experience in the finance industry, Christopher provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Christopher J Baudouin can provide expert guidance and support. Visit the office at 2 Corporate Drive to start your journey towards financial success.

Richard R Miller is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2 Corporate Drive in Shelton, Connecticut, United States. With years of experience in the finance industry, Richard provides personalized financial planning and investment management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Richard is dedicated to helping you navigate the complexities of the financial world and create a customized plan that fits your needs. Contact Richard R Miller today to start building a secure financial future.

Philip Bensley - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 90 Oxford Road in Oxford, Connecticut. With a focus on providing personalized financial planning and investment services, Philip Bensley helps clients navigate their financial goals and achieve long-term success. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Philip Bensley offers expert advice and tailored solutions to meet your individual needs. With a commitment to transparency, integrity, and client satisfaction, Philip Bensley - Financial Advisor is dedicated to helping you secure a stable financial future.

Thomas P Collins Jr is a trusted financial advisor at Ameriprise Financial Services, LLC located on Ryders Lane in Stratford, Connecticut. With years of experience in the finance industry, Thomas provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Thomas P Collins Jr is dedicated to helping you navigate the complex world of finance. Contact him today to schedule a consultation and take the first step towards securing your financial future.

Daniel Freddino is a skilled and experienced financial advisor at Ameriprise Financial Services, LLC located on Ryders Lane in Stratford, Connecticut. With a strong background in finance and a commitment to helping clients achieve their financial goals, Daniel provides personalized advice and guidance to individuals and families looking to secure their financial future. Whether you are planning for retirement, investing for the future, or need assistance with managing your wealth, Daniel Freddino is dedicated to helping you navigate the complexities of the financial world. Contact Ameriprise Financial Services, LLC today to schedule a consultation with Daniel Freddino and start building a solid financial plan for your future.

Peter Razzino is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 4 Corporate Drive in Shelton, Connecticut. With years of experience in the finance industry, Peter is committed to helping his clients achieve their financial goals and secure their financial futures. Whether you are planning for retirement, saving for your children's education, or looking to invest for the future, Peter Razzino and his team are here to provide personalized and comprehensive financial planning services. Contact them today to schedule a consultation and take the first step towards a more secure financial future.

Gene Borchetta is a financial advisor at Ameriprise Financial Services, LLC, located at 227 Monroe Turnpike in Monroe, Connecticut. With years of experience in the finance industry, Gene provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Gene can help create a customized financial plan tailored to your unique needs. Contact Gene Borchetta at Ameriprise Financial Services, LLC for expert financial guidance and support.

Alison Perrin is a financial advisor at Ameriprise Financial Services, LLC located at 90 Oxford Road in Oxford, Connecticut, United States. Alison specializes in helping clients achieve their financial goals through personalized strategies tailored to their individual needs. With a focus on areas such as retirement planning, investment management, and wealth preservation, Alison is dedicated to providing comprehensive financial guidance to her clients. When choosing a financial advisor, it is important to consider their background, credentials, and experience. Alison Perrin has a proven track record of success in the financial industry and is committed to helping clients make informed decisions about their finances.

Albertine Gibbs - Financial Advisor, Ameriprise Financial Services, LLC, located at 90 Oxford Road in Oxford, Connecticut, offers a wide range of financial services to meet the needs of individuals and businesses. Albertine Gibbs holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. The institution also provides specialized services such as Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst services. With a commitment to excellence and a focus on client needs, Albertine Gibbs is dedicated to helping clients achieve their financial goals.

Nina Daoud - Financial Advisor, Ameriprise Financial Services, LLC, located at 90 Oxford Road in Oxford, Connecticut, United States, offers a range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Nina Daoud provides expert advice on asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. Whether you are looking for assistance with wealth transfers, retirement planning, or investment management, Nina Daoud has the knowledge and expertise to help you reach your financial goals. Contact Nina Daoud today to schedule a consultation and start planning for a secure financial future.

Bluebird Wealth Advisors, located at 1 Bradley Road in Woodbridge, Connecticut, is an Ameriprise Financial Services, LLC institution specializing in financial planning. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states, providing personalized services to help you achieve your financial goals. During the initial consultation, we will discuss what's most important to you and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you make informed decisions about your finances. Please visit our website for important disclosures and regulations, and rest assured that your privacy and security are our top priorities. If you refer a friend or family member to us, they can expect to hear from us soon as we work together to help them achieve their financial goals. Thank you for considering Bluebird Wealth Advisors for your financial planning needs.

Sam Grosso - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 2 Corporate Drive in Shelton, Connecticut, offers personalized financial advice to help clients build their portfolios and confidence for the long term. As part of the R. Miller & Associates team, recognized on the 2023 Best-in-State Wealth Management Teams list, Sam Grosso provides comprehensive financial advice to help clients achieve their unique goals. Schedule a complimentary initial consultation to discuss your financial future and learn about the positive backdrop for stock prices. Remember that investment products involve risks, and Ameriprise Financial Services, LLC, a registered investment adviser, cannot guarantee future financial results. Securities are offered through Ameriprise Financial Services, LLC, and Sam Grosso may only conduct securities business with residents of certain states. Contact Sam Grosso for more information on financial planning and investment advisory services.

Jackson Hewitt Tax Service is a finance institution located at 258 Main Street in Ansonia, Connecticut, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans are no longer available this year. Our services are perfect for those with busy lives - simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros at this location are fluent in Spanish and are ready to assist Spanish-speaking clients. A Refund Advance loan allows you to receive money before your tax refund arrives, providing a solution when the IRS takes weeks to send your refund. While Refund Advance is no longer available this year, we offered Early Refund Advance at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance from January 2, 2024, until February 11, 2024.

Michael T DelGallo - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located on Ryders Lane in Stratford, Connecticut, United States. The institution offers a range of certifications and designations to ensure that their financial advisors are equipped to provide expert advice and guidance to their clients. These certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics, ensuring that advisors are well-equipped to assist clients with their financial needs. Additionally, the institution offers specialized training for advisors serving military personnel and veterans through the Certified Military Financial Advisor® (CFMA®) designation. Clients can trust that the advisors at Michael T DelGallo - Financial Advisor, Ameriprise Financial Services, LLC are highly qualified and dedicated to providing top-notch financial advice and services.

Peter Velcofsky is a Branch Manager at Ameriprise Financial Services, LLC located on Ryders Lane in Stratford, Connecticut, United States. Peter holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Peter's expertise in asset management, estate planning, financial planning for retirees and small business owners, insurance products, and investment strategies. Peter is dedicated to providing comprehensive financial services to clients, with a focus on ethical practices and continued education in the field of finance.

Kieran Doherty - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 545 Long Wharf Drive in New Haven, Connecticut, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their financial goals. Whether you need help with retirement planning, investment strategies, or wealth management, Kieran Doherty and his team are dedicated to providing personalized solutions to meet your unique needs. Trust Ameriprise Financial Services, LLC to help you secure a stable financial future.

Jeff Jolly - Private Wealth Advisor at Ameriprise Financial Services, LLC is a leading financial institution located at 250 State Street in North Haven, Connecticut. With a focus on providing personalized wealth management services, Jeff Jolly and his team offer comprehensive financial planning, investment advice, and retirement planning solutions to help clients achieve their financial goals. With a commitment to excellence and a dedication to client satisfaction, Jeff Jolly - Private Wealth Advisor is a trusted partner for individuals and families seeking expert financial guidance.

Peter Goletz, a Financial Advisor at Ameriprise Financial Services, LLC, located at 545 Long Wharf Drive in New Haven, Connecticut, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Peter is well-equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or military personnel, Peter Goletz has the knowledge and expertise to help you achieve your financial goals. Contact Peter today to schedule a consultation and take the first step towards a secure financial future.

Level and True Accounting Services LLC is a professional accounting firm located at 74 1/2 Howard Avenue in Ansonia, Connecticut. Our team of experienced and dedicated accountants provide a wide range of accounting services to individuals and businesses in the area. From bookkeeping and tax preparation to financial planning and consulting, we are committed to delivering accurate and reliable financial solutions tailored to meet our clients' needs. With a focus on transparency and integrity, Level and True Accounting Services LLC is your trusted partner for all your accounting needs.

Glenn Ufland - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1 Bradley Road, Woodbridge, Connecticut, United States. They offer a range of services and certifications to ensure they provide the best financial advice to their clients. From the AAMS™ certification to the APMA™ designation, the institution covers a wide array of topics such as asset management, retirement planning, estate planning, and investment strategies. They also offer certifications in specialized areas such as domestic partnership advising, estate planning, and behavioral financial advising. With a team of qualified professionals holding various certifications such as CFP®, CFA®, and CLU®, clients can trust that they are receiving expert advice tailored to their individual needs. Whether you are a retiree, small business owner, high net worth individual, or veteran, Glenn Ufland - Financial Advisor, Ameriprise Financial Services, LLC has the expertise to help you achieve your financial goals.

Martin Anastasio, a Financial Advisor at Ameriprise Financial Services, LLC, located at 1 Bradley Road in Woodbridge, Connecticut, offers personalized financial advice to help clients prepare for their future goals. With a focus on understanding what is important to each individual, Martin helps clients save for college, plan for retirement, make smart investments, and more. By providing tailored financial advice, clients can feel more confident and in control of their financial lives. Martin is registered in states where he can conduct securities business and clients can find more information on his background and qualifications on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation. By referring friends and family to Martin, clients can help them achieve their financial goals with the same personalized approach. Privacy and security are a top priority at Ameriprise Financial Services, LLC, with a focus on protecting client information and ensuring a secure online experience.

William Prather is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 1 Bradley Road in Woodbridge, Connecticut, United States. With a focus on finance, William Prather provides expert guidance on retirement planning, investment strategies, and wealth management. Clients can access background and qualification information on FINRA's BrokerCheck website. The institution's Client Relationship Summary Disclosure offers valuable insights into the current market trends and potential opportunities for investors. By utilizing the Retirement InteractiveSM tool, individuals can explore key challenges that may impact their retirement income. William Prather is registered to conduct securities business in specific states and encourages individuals to schedule a consultation to discuss their financial priorities. Ameriprise Financial Services, LLC emphasizes privacy and security measures to protect clients' information. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC is committed to helping clients achieve their financial goals and secure their financial future.

Dean Volain - Financial Advisor, Ameriprise Financial Services, LLC, is a reputable finance institution located at 545 Long Wharf Drive in New Haven, Connecticut, United States. Dean Volain is the proud recipient of the 2023 Ameriprise Client Experience Award, showcasing his dedication to providing excellent client service. With a focus on personalized financial advice, Dean takes the time to understand your goals and help you prepare for the future with confidence. Whether you are saving for college, planning for retirement, or looking to make smart investments, Dean can assist you in navigating the expected and unexpected aspects of your financial journey. As a registered investment adviser with Ameriprise Financial Services, LLC, Dean offers investment advisory products and services to help you achieve your financial goals. If you are interested in setting up a complimentary initial consultation to discuss your financial needs, feel free to reach out to Dean Volain today. Additionally, Dean can only conduct securities business with residents of states in which he is properly registered, so be sure to check FINRA's BrokerCheck website for more information. Partner with Dean Volain to take the next step towards a more secure financial future.